A 25-30% weaker USD (over the next 1-2 years) solves most of Trumps problems
A 25-30% weaker USD (over the next 1-2 years) solves most of Trumps problems 1) Trade deficits will vanish 2) Foreign CBs like PBoC and CBI will end up acummulating USDs and Treasuries 3) Gold, Crypto and High-beta risk will …